Clark Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Clark Wealth Partners’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.9K	Hold	293	–	–	0.04%	90
2026 Q1	$53.2K	Sell	293 -18	-6%	-$3.48K	0.04%	99
2025 Q4	$62.1K	Hold	311	–	–	0.04%	92
2025 Q3	$62.1K	Buy	311 +126	+68%	+$23.1K	0.04%	92
2025 Q2	$32.1K	Sell	185 -239	-56%	-$36.2K	0.02%	120
2025 Q1	$59.5K	Buy	+424	New	+$66K	0.04%	79

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Clark Wealth Partners's IYW Position: Q2 2026 in Review

Clark Wealth Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 293 shares worth $73.9K. The position accounts for 0.04% of the portfolio, ranked #90.

Clark Wealth Partners first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. 1,253 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Clark Wealth Partners held 293 shares of iShares US Technology ETF worth $73.9K as of Q2 2026.
Clark Wealth Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.04% of Clark Wealth Partners's portfolio in Q2 2026, its #90 holding.
Clark Wealth Partners first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.